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EXAMPLE: Prepaid Class Multi-pack

Overview 

Contract Tokens cannot be used by customers to make bookings online at this time.  The following is a workaround to the customer portal limitation with contract tokens.

In this example, you'll create a "prepaid class pack," like a personal training class pack where a customer prepays for X number of sessions at a discount and gets a promotion code to use to book sessions at $0, or a discounted rate.

Code is delivered to the contract holder purchasing the class pack plan using the New Contract email with a custom template in the Customer Notifications spoke of the Plan.  

 

Set Up

Create a Generated Promo Code

Go to Build > Promotions.  Name the Promotion and add an optional description.  
The name of the Promotion is displayed to the customer in their customer portal.


Select the Plans where that this code can be used for.  Here it can be used for any Program Plan but you can restrict the plans further to meet your needs.


Enable on web and kiosk if you want the customer to be able to book with their codes online.

Show Code usage history in customer portal must be ON for the customer to view their code and number of remaining usages

Use the Generated Code so each customer gets a unique code to use for X number of uses

Expire Generated Code - set days until the code expires.  

 

Further restrict the code to certain products or product groups if needed.  For example, if your contract has add on products, restrict to just the class products this should apply to.

 

Cart Discount should be 100% off the class product that this pack can be used for.

Action Limit Quantity must be 1 to ensure that a code usage translates to 1 booking at a time

 

Create the Multi-Pack as a Pass Plan

Go to Build > Plans > Passes.  Configure all the typical

Big Edit

Optionally set as Unassigned enrollments, since the enrollment doesnt actually matter in this case.  The contract holder will be issued the promo code via the new contract email.

Max enrollments is 1 because you can only buy the fixed number of passes as generated by the code.  Adding more enrollments cannot adjust the quantity, and anyone they share the code with can use one of the redemptions, though you may be able to use a Customer Segment to restrict your code somewhat to the Pass Plan Purchaser.

 

Membership Dates Spoke

  • Set to open ended OR add an expiration date.  
  • Since it is the promo code that is granting them the "passes" and not the contract itself, you could make the Pass Plan expire the next day OR you could mirror the expiration set in the promo code.  The contract can concluded while the usages of the promo codes remains active

Presentation spoke

  • Content Markup tab: optionally add a message to direct the customer to their Benefits tab to find the code
  • PRO TIP: hyper link [your portal url].com/profile/benefits will link your customer to their customer portal Benefits tab - they can find their code at the bottom of that page.
     

Customer Notification - Issuing their Multi-Use Promo Code 

  • On the Plan's Notification Spoke, enable the New Contract Email
  • Insert the Generated Promo Code Replacement Field. 
  • Add instructions for use so your customer knows what to do.
  • PRO TIP: hyper link [your portal url].com/profile/benefits will link your customer to their customer portal Benefits tab - they can find their code at the bottom of that page.

 

 

Redemption

Customer Portal View

The contract holder of the Pass Plan can view their 

 

Using their passes

To ensure only one booking per use, the promo code has the action limit quantity set to 1.  This means they can only make 1 redemption per contract and must book again to use another code.

 

Staff View 

Staff can see the redemptions and remaining usages for a customer at the bottom of the Benefits tab

 

 

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